Search view

The Search view lets you search for appointments in Appointment Manager across all departments.

  1. Enter a name, phone number or any alphanumeric string to search for an appointment. Narrow the search using the drop-down list of filters on the right:
    1. In the example above "555" was entered, and 'Phone' selected as a filter. The search returned all appointments with "555" in the Phone number.
  2. Results are listed chronologically starting with the most current date.
    1. Click on an individual appointment to open its Appointment Details window, as shown in List view.
  3. Click the "Expand services" icon to open the Appointment Details windows for all the appointments in the list.
  4. Refer to Filter to understand how to use the “Filter” icon to customize the appointment list, for example to see a list of appointments for a particular Service Advisor.